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It’s time to review (or create) your document retention policy

BMT Office Administration

When constructing your policy, examine legal and regulatory guidelines. Never dispose of a current employee’s Form I-9; you must keep it for as long as the employee works for you, and for a certain amount of time after they stop working for you. Always research rather than assume. Requirements may prove surprising. Per the U.S.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. Some types of business records, such as tax forms and legal documents, are relatively easy to spot. OSHA forms. Payroll information. Others, such as emails and social media posts, are not so obvious. Job evaluations.

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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Checklists ensure that all steps or actions occur, not necessarily in a specific order (though that can be part of the process), but rather just that they are completed, while a template is an established pattern - form letters, resume designs - that you can use over and over to produce the same result.